Investments under 1 share

I have found that I have some remaining shares in my investment accounts.
The problem is they are all under 1 share so they are not showing up in my
account summary. Is there a way to show or report the actual remaining share
balance of my accounts to show these shares?

Cal
Wed Jun 13 12:50:54 CDT 2007

In microsoft.public.money, davida9201 wrote:

>I have found that I have some remaining shares in my investment accounts.
>The problem is they are all under 1 share so they are not showing up in my
>account summary. Is there a way to show or report the actual remaining share
>balance of my accounts to show these shares?

Have you tried the Portfolio window?

davida9201
Sun Jun 24 11:11:00 CDT 2007

Yes, I have tried every way I can find but there is still under 1 shae
soewhere in there.

"Cal Learner-- MVP" wrote:

> In microsoft.public.money, davida9201 wrote:
>
> >I have found that I have some remaining shares in my investment accounts.
> >The problem is they are all under 1 share so they are not showing up in my
> >account summary. Is there a way to show or report the actual remaining share
> >balance of my accounts to show these shares?
>
> Have you tried the Portfolio window?
>

Cal
Sun Jun 24 11:49:14 CDT 2007

In microsoft.public.money, davida9201 wrote:

>Yes, I have tried every way I can find but there is still under 1 shae
>soewhere in there.
>
>"Cal Learner-- MVP" wrote:
>
>> In microsoft.public.money, davida9201 wrote:
>>
>> >I have found that I have some remaining shares in my investment accounts.
>> >The problem is they are all under 1 share so they are not showing up in my
>> >account summary. Is there a way to show or report the actual remaining share
>> >balance of my accounts to show these shares?
>>
>> Have you tried the Portfolio window?
>>

What cause you to think you have those remaining shares?

Anyway, from the account register, AccountSummary->AccountUpdate
should let you update positions. Perhaps you want try to update to
zero.

You could also try to enter a RemoveShares for 1 shares. Expect a
pop-up saying you only "have xxx shares available... would you like
to sell or remove xxx shares"?

If these don't work for you, what program version are you running?

Remove
Sun Jun 24 12:02:29 CDT 2007

In the portfolio view how many decimal places do you have set for the
shares. I would suggest that you want 2 or 3 decimal places and it should
show up. I have some items in my watch list that are significantly less
than 1 share and they show up fine

--

Neil


"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
news:uj7t73tmh6jr0hop159fud9j95gli8u419@4ax.com...
> In microsoft.public.money, davida9201 wrote:
>
>>Yes, I have tried every way I can find but there is still under 1 shae
>>soewhere in there.
>>
>>"Cal Learner-- MVP" wrote:
>>
>>> In microsoft.public.money, davida9201 wrote:
>>>
>>> >I have found that I have some remaining shares in my investment
>>> >accounts.
>>> >The problem is they are all under 1 share so they are not showing up in
>>> >my
>>> >account summary. Is there a way to show or report the actual remaining
>>> >share
>>> >balance of my accounts to show these shares?
>>>
>>> Have you tried the Portfolio window?
>>>
>
> What cause you to think you have those remaining shares?
>
> Anyway, from the account register, AccountSummary->AccountUpdate
> should let you update positions. Perhaps you want try to update to
> zero.
>
> You could also try to enter a RemoveShares for 1 shares. Expect a
> pop-up saying you only "have xxx shares available... would you like
> to sell or remove xxx shares"?
>
> If these don't work for you, what program version are you running?

Mike
Sat Jun 30 15:38:57 CDT 2007

Where do you change the decimal to 2 or 3 positions after the "."? I am
unable to located it in MS M2004 Deluxe.
Thanks!
"davida9201" <davida9201@discussions.microsoft.com> wrote in message
news:872468B4-C034-4CB6-BAFF-11E24520AD5E@microsoft.com...
>I have found that I have some remaining shares in my investment accounts.
> The problem is they are all under 1 share so they are not showing up in my
> account summary. Is there a way to show or report the actual remaining
> share
> balance of my accounts to show these shares?

Remove
Sat Jun 30 16:05:12 CDT 2007

Your steps will be slightly different because I am using 2007.

Portfolio view > customize current view > portfolio columns > highlight
the "quantity" > change the decimal places

--

Neil


"Mike" <Mike@nothere.com> wrote in message
news:efP1$b1uHHA.4764@TK2MSFTNGP05.phx.gbl...
> Where do you change the decimal to 2 or 3 positions after the "."? I am
> unable to located it in MS M2004 Deluxe.
> Thanks!
> "davida9201" <davida9201@discussions.microsoft.com> wrote in message
> news:872468B4-C034-4CB6-BAFF-11E24520AD5E@microsoft.com...
>>I have found that I have some remaining shares in my investment accounts.
>> The problem is they are all under 1 share so they are not showing up in
>> my
>> account summary. Is there a way to show or report the actual remaining
>> share
>> balance of my accounts to show these shares?
>
>

Dick
Sat Jun 30 19:11:40 CDT 2007

Most cool!!! I never knew that was there... Since I have a 401k that insists
on 4 places, this will be very handy! Thanks. I owe you one.

"Remove ABCD from Email address to reply" <neil154ABCD@gmail.com> wrote in
message news:upLZbp1uHHA.5028@TK2MSFTNGP02.phx.gbl...
> Portfolio view > customize current view > portfolio columns > highlight
> the "quantity" > change the decimal places

Remove
Sat Jun 30 20:17:14 CDT 2007

Dick,

From what I have seen, you are quite knowledgeable so I expect to collect on
the debt sometime in the future. Glad I could show you something you did
not know.

--

Neil


"Dick Watson" <littlegreengecko@mind-enufalready-spring.com> wrote in
message news:us4dcR3uHHA.3640@TK2MSFTNGP05.phx.gbl...
> Most cool!!! I never knew that was there... Since I have a 401k that
> insists on 4 places, this will be very handy! Thanks. I owe you one.
>
> "Remove ABCD from Email address to reply" <neil154ABCD@gmail.com> wrote in
> message news:upLZbp1uHHA.5028@TK2MSFTNGP02.phx.gbl...
>> Portfolio view > customize current view > portfolio columns > highlight
>> the "quantity" > change the decimal places
>
>

Mike
Sun Jul 01 16:59:18 CDT 2007

An Update. Thank You for the direction on the Portfolio view on decimals,
but it did not change my transactions for each investment.
I had to go to each ex-401K MF investment transaction and manually change
(round off) to 2 decimals. Purpose of me wanting to change to 2 decimals is
so I can delete the investment from the list of investment in reports, home
page etc...
Also, Is there a way to go to "X" mutual fund "investment activities" and
make MS Money automatically round off to 2 decimals? I have alot of
transactions to manually change to 2 decimals, using MS Money 2004 Deluxe.
Thanks Again

"Remove ABCD from Email address to reply" <neil154ABCD@gmail.com> wrote in
message news:upLZbp1uHHA.5028@TK2MSFTNGP02.phx.gbl...
> Your steps will be slightly different because I am using 2007.
>
> Portfolio view > customize current view > portfolio columns > highlight
> the "quantity" > change the decimal places
>
> --
>
> Neil

Chris
Sun Jul 01 19:15:47 CDT 2007

"Mike" <Mike@nothere.com> wrote in message
news:OzUhitCvHHA.3748@TK2MSFTNGP04.phx.gbl...
>
> Purpose of me wanting to change to 2 decimals is so I can delete
> the investment ...

An exact way to do that is to change your last disposal transaction
to 0 in an account in which you held it. That will reinstate the
quantity in the account.(Remember the details of the transaction
before you do. Consider a file backup.)

Go to the account summary page, click Account Update, and set the
quantity for the investment to 0. That creates a 'Remove Shares'
transaction for the exact number of remaining shares, to the nth
decimal. Copy that quantity, delete the Remove Shares transaction,
and paste the quantity in the disposal transaction you edited to 0.

Do that for each account in which you held the investment. You
should get to where the quantity held is exactly 0, allowing you to
delete the investment. This may require doing the same in closed
accounts.
--
Chris Cowles
Gainesville, FL

Mike
Thu Jul 05 07:45:57 CDT 2007

I am also looking to change the decimals in exsiting, active accounts
instead of doing it maually. Specifically in the investment avtivity area.
I have already changed non-active inv accounts and deleted them from the
investment list per instrcutions.

"Chris Cowles" <spam_magnet@remove-me-bellsouth.net> wrote in message
news:OW0dF5DvHHA.4504@TK2MSFTNGP02.phx.gbl...
> "Mike" <Mike@nothere.com> wrote in message
> news:OzUhitCvHHA.3748@TK2MSFTNGP04.phx.gbl...
>>
>> Purpose of me wanting to change to 2 decimals is so I can delete the
>> investment ...
>
> An exact way to do that is to change your last disposal transaction to 0
> in an account in which you held it. That will reinstate the quantity in
> the account.(Remember the details of the transaction before you do.
> Consider a file backup.)
>
> Go to the account summary page, click Account Update, and set the quantity
> for the investment to 0. That creates a 'Remove Shares' transaction for
> the exact number of remaining shares, to the nth decimal. Copy that
> quantity, delete the Remove Shares transaction, and paste the quantity in
> the disposal transaction you edited to 0.
>
> Do that for each account in which you held the investment. You should get
> to where the quantity held is exactly 0, allowing you to delete the
> investment. This may require doing the same in closed accounts.
> --
> Chris Cowles
> Gainesville, FL
>